+42.1%
ENTG vs CVE
+53.7%
-11.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | -17.1% | -16.1% | -1.0% | -11.5% |
| 30D | -23.0% | -10.4% | -12.6% | -19.8% |
| 3M | -10.2% | -2.4% | -7.9% | -10.0% |
| 6M | -17.8% | -4.4% | -13.3% | -17.9% |
| YTD | +52.4% | +64.9% | -12.6% | +11.9% |
| 1Y | +49.8% | +66.0% | -16.2% | +9.0% |
| 3Y | +42.1% | +57.7% | -15.5% | -3.7% |
| All | +42.1% | +53.7% | -11.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling